What is the best way to time the market?

What is the best way to time the market?

What is the best way to time the market? In the sheepish words of Tow Mater from Cars, “To not to…” The ‘experts’ say that people need to see or hear a message at least seven times before they might believe it.  Going back to 1994, we at P&A are well past the 7x...
What to expect when you visit P&A

What to expect when you visit P&A

Due to the 2019-2020 outbreak of the novel coronavirus, COVID-19, we at P&A are taking extra precautions as we invite our clients and prospective clients to come visit us in person.  Along with a modified staffing approach to maintain 6 feet of separation, on-site...
529 Plan Playbook

529 Plan Playbook

Are you a parent or grandparent who desires to save for a minor’s future college expenses?  529 Plans are a great investment vehicle to do so.  And, you may get a current tax benefit to boot.  We don’t custody or actively manage 529 accounts, but we can help you...
A systematic and unemotional approach

A systematic and unemotional approach

On February 28th, we posted What not to do right now to the P&A Blog.  The advice we posed in this article hasn’t changed.  That said, there have been several drastic measures that have occurred around the country since then to contain the novel coronavirus:...
Key concepts about money to teach your kids

Key concepts about money to teach your kids

When it comes to money, it is never too early to start educating your kids and teaching them good habits.  Here are a few concepts that some of us at P&A have implemented with our own kids.  If you are a parent, or even a grandparent, hopefully these concepts are...
Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we advocate for your best interests day in and day out. Our approach results in shared success.
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